M Members represent a broad array of experience and knowledge in the industry, and participate in a community of sharing that facilitates exchanges of new ideas and best practices. We believe this collaboration continues to deliver significant value to all Member Firm clients.
Member Firms are also actively involved in preserving the ability of clients to effectively plan for the future.
Twelve Member Firm Principals have served as president of the Association for Advanced Life Underwriting (AALU), the life insurance industry's preeminent advocacy organization; dozens more have served on the AALU Board and various committees.
M Financial is the only independent producer organization that is an active member of the American Council of Life Insurers (ACLI).
Collectively, M Member Firms are among the largest buyers of insurance and financial products in the nation. In terms of purchasing power, M Financial's results tell the story. Since 1978, M Financial's sales have grown at a compound annual growth rate of 23%. In 2008, M Financial's sales (including life insurance, annuities, disability, and 401(k) totaled $1.5 billion.
Securities and Investment Advisory Services offered through M Holdings Securities, Inc., a registered Broker/Dealer and Investment Advisor, member FINRA/SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck. Swartzbaugh-Farber & Associates, Inc. is independently owned and operated.
RR- Jim Olson (Nebraska); RR- Jim Farber (Nebraska, Iowa, Florida, Arizona); RR- Bob Swartzbaugh (Nebraska, Arizona, Arkansas, Florida, Illinois, Kansas, South Dakota); Bob Swartzbaugh is also an IA in Nebraska. Bob Swartzbaugh is the OSJ for Swartzbaugh-Farber & Associates, Inc. Financial Plaza, 9140 West Dodge Road, Suite 418, Omaha, Nebraska 68114.